HubSpot Inc
HUBS- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001404655
In the last 90 days, HubSpot Inc insiders filed 1 open-market purchase and 4 sales; 599 institutions reported holding it in 13F filings for Q2 2026, worth $8.94B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in HubSpot Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 547
- +44 vs. Q1 2021
- Shares held
- 42.6M
- +301.0K (+0.7%) vs. Q1 2021
- Total value
- $24.8B
- +$5.62B (+29.2%) vs. Q1 2021
- New holders
- 101
- 195 more added
- Sold out
- 57
- 179 more reduced
4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HUBS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 599 | $8.94B |
| Q1 2026 | 680 | $12.0B |
| Q4 2025 | 748 | $18.9B |
| Q3 2025 | 772 | $21.8B |
| Q2 2025 | 788 | $26.5B |
| Q1 2025 | 805 | $27.4B |
| Q4 2024 | 798 | $32.7B |
| Q3 2024 | 729 | $24.5B |
| Q2 2024 | 801 | $27.0B |
| Q1 2024 | 732 | $28.6B |
| Q4 2023 | 709 | $26.2B |
| Q3 2023 | 680 | $22.2B |
| Q2 2023 | 682 | $23.4B |
| Q1 2023 | 638 | $19.3B |
| Q4 2022 | 576 | $13.1B |
| Q3 2022 | 567 | $12.1B |
| Q2 2022 | 586 | $13.2B |
| Q1 2022 | 629 | $20.7B |
| Q4 2021 | 663 | $28.6B |
| Q3 2021 | 600 | $29.2B |
| Q2 2021 | 547 | $24.8B |
| Q1 2021 | 507 | $19.4B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding HubSpot Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arcadia Investment Advisors LLC | 1 | $583 | 0.00% | +1 | New |
| Standard Family Office LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4 | $2.00K | 0.00% | +4 | New |
| Parisi Gray Wealth Management | 3 | $2.00K | 0.00% | +3 | New |
| Patriot Financial Group Insurance Agency, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $3.00K | 0.00% | +2+66.7% | Added |
| Strategic Blueprint, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Bedel Financial Consulting, Inc. | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $4.66K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $4.66K | 0.00% | +8 | New |
| HM Payson & Co | 8 | $5.00K | 0.00% | −195−96.1% | Reduced |
| Savior LLC | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 10 | $6.00K | 0.00% | −30−75.0% | Reduced |
| Howe & Rusling Inc | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $7.00K | 0.00% | +12 | New |
| Kistler-Tiffany Companies, LLC | 14 | $8.00K | 0.00% | +5+55.6% | Added |
| Enterprise Financial Services Corp | 13 | $8.00K | 0.00% | +11+550.0% | Added |
| Glassman Wealth Services | 14 | $8.00K | 0.00% | +13+1,300.0% | Added |
| Charter Oak Capital Management, LLC | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 16 | $9.00K | 0.00% | +16 | New |
| Asset Dedication, LLC | 15 | $9.00K | 0.00% | +15 | New |
| TCI Wealth Advisors, Inc. | 18 | $10.0K | 0.00% | +11+157.1% | Added |
| AdvisorNet Financial, Inc | 19 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 21 | $12.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $12.0K | 0.00% | +20 | New |
| Winch Advisory Services, LLC | 22 | $13.0K | 0.00% | −14−38.9% | Reduced |
| NuWave Investment Management, LLC | 24 | $14.0K | 0.02% | −146−85.9% | Reduced |
| Pittenger & Anderson Inc | 25 | $15.0K | 0.00% | +3+13.6% | Added |
| Ameritas Investment Partners, Inc. | 30 | $17.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 29 | $17.0K | 0.00% | +6+26.1% | Added |
| Earnest Partners LLC | 32 | $19.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 29 | $19.0K | 0.01% | −3−9.4% | Reduced |
| Massmutual Trust Co FSB | 32 | $19.0K | 0.00% | +10+45.5% | Added |
| Smithfield Trust Co | 38 | $22.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 43 | $25.0K | 0.00% | −300−87.5% | Reduced |
| Close Asset Management Ltd | 43 | $25.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 47 | $28.0K | 0.01% | +46+4,600.0% | Added |
| Sandy Spring Bank | 50 | $29.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 50 | $29.0K | 0.01% | +50 | New |
| IFP Advisors, Inc | 51 | $30.0K | 0.00% | +1+2.0% | Added |
| Lee Financial Co | 59 | $34.0K | 0.01% | +7+13.5% | Added |
| Harbour Investments, Inc. | 60 | $35.0K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 63 | $36.7K | 0.01% | +63 | New |
| Lindbrook Capital, LLC | 63 | $37.0K | 0.01% | +14+28.6% | Added |
| Tradewinds Capital Management, LLC | 73 | $43.0K | 0.01% | +5+7.4% | Added |
| Brewin Dolphin Wealth Management Ltd | 75 | $43.7K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 87 | $51.0K | 0.00% | −100−53.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 92 | $53.6K | 0.00% | −10−9.8% | Reduced |
| Bartlett & Co. LLC | 92 | $54.0K | 0.00% | −10−9.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 100 | $58.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 100 | $58.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 102 | $59.0K | 0.01% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 117 | $68.0K | 0.04% | −2−1.7% | Reduced |
| Bessemer Group Inc | 120 | $70.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 125 | $72.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 128 | $75.0K | 0.00% | +23+21.9% | Added |
| Cullen/Frost Bankers, Inc. | 140 | $82.0K | 0.00% | −100−41.7% | Reduced |
| NVWM, LLC | 143 | $83.0K | 0.03% | +143 | New |
| Quadrant Capital Group LLC | 145 | $84.0K | 0.01% | +34+30.6% | Added |
| CWM, LLC | 148 | $86.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 148 | $86.0K | 0.01% | +88+146.7% | Added |
| KB Financial Partners, LLC | 149 | $87.0K | 0.03% | −18−10.8% | Reduced |
| Baillie Gifford & Co | 149 | $87.0K | 0.00% | −11−6.9% | Reduced |
| Arkadios Wealth Advisors | 150 | $87.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 152 | $88.0K | 0.00% | +91+149.2% | Added |
| Heritage Wealth Management, LLC | 152 | $89.0K | 0.03% | −25−14.1% | Reduced |
| Adirondack Trust Co | 160 | $93.0K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 189 | $110.0K | 0.01% | 00.0% | Unchanged |
| First Mercantile Trust Co | 203 | $118.0K | 0.01% | +203 | New |
| CKW Financial Group | 203 | $119.0K | 0.02% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 220 | $128.0K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 233 | $135.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 248 | $145.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 267 | $156.0K | 0.00% | +16+6.4% | Added |
| Signaturefd, LLC | 272 | $158.0K | 0.01% | +77+39.5% | Added |
| Harvest Fund Management Co., Ltd | 275 | $160.0K | 0.02% | −102−27.1% | Reduced |
| BBVA USA | 303 | $177.0K | 0.01% | +303 | New |
| HHM Wealth Advisors, LLC | 317 | $185.0K | 0.05% | +54+20.5% | Added |
| Parallel Advisors, LLC | 321 | $187.0K | 0.01% | +31+10.7% | Added |
| GPS Wealth Strategies Group, LLC | 323 | $188.0K | 0.05% | −38−10.5% | Reduced |
| Concorde Asset Management, LLC | 345 | $201.0K | 0.11% | −403−53.9% | Reduced |
| Leonteq Securities AG | 350 | $204.0K | 0.02% | +200+133.3% | Added |
| YHB Investment Advisors, Inc. | 358 | $209.0K | 0.02% | +358 | New |
| American Portfolios Advisors | 363 | $211.5K | 0.01% | −9−2.4% | Reduced |
| StoneX Group Inc. | 364 | $212.0K | 0.03% | +364 | New |
| TrinityPoint Wealth, LLC | 363 | $212.0K | 0.04% | +363 | New |
| Arcadia Investment Management Corp | 365 | $213.0K | 0.04% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 369 | $215.0K | 0.02% | +369 | New |
| Rockefeller Capital Management L.P. | 374 | $217.0K | 0.00% | +141+60.5% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 378 | $220.0K | 0.07% | +378 | New |
| Prelude Capital Management, LLC | 388 | $226.0K | 0.01% | −392−50.3% | Reduced |
| Wetherby Asset Management Inc | 387 | $226.0K | 0.01% | +387 | New |
| Silvercrest Asset Management Group LLC | 390 | $227.0K | 0.00% | −125−24.3% | Reduced |
| Claret Asset Management Corp | 393 | $229.0K | 0.04% | +393 | New |